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Generating a report
After opening the Reports screen and selecting the Sales Plans tile, the screen presented below opens.
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In order to generate a sales plan report, it is necessary to fill in the following values:
- Select Sales Plan – selecting the field displays the list of available sales plans
- Define Execution – it makes it possible to select data according to which the report is to be generated:
- By Regions
- By Items
- By Customers
- Document Type for Calculations – the field is filled in automatically. It presents a document type according to which the selected sales plan is executed.
The [Generate] button is deactivated until the abovementioned values are filled in.
Report types
1. Report by regions – it is generated for particular regions and subregions. Execution is calculated for individual regions on the basis of:
- Documents issued for customers for whom a given region is the default region
- Documents that contain items added to the sales plan
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2. Report by items – it is generated for particular items added to the sales plan. Items with zero-execution are also included.
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3. Report by customers – it is generated for particular customers for whom documents containing items from the sales plan have been issued. Each region is assigned customers for whom a given region is the default region. Customers for whom no documents have been issued are not displayed.
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The button opens the Generate Sales Plan Report screen, enabling the user to modify entered values.
In order to export a report to a spreadsheet, select the [Export Report] button. The report file will be downloaded as an .xlsx file.